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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,034 | $150,442-22.2% | $136,295-14.1% | $147,585-20.7% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 16.32% | 1049.09%-1032.8pp | 5155.97%-5139.7pp | 578.56%-562.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,657 | $6,630-14.7% | $6,247-9.4% | $5,439+4.0% |
| Admin fee / account holder | $7,005 | $10,905-35.8% | $9,243-24.2% | $10,885-35.6% |